J. Jerome Miller - Lawyer, P.A.
415 Mountain Drive, Suite 3
Destin, FL 32541
Trusts and Wills / Estate Planning
Estate planning is an effective way to protect your family in the event of disability, sudden injury or death. Careful estate planning, through the use of wills, trusts, powers of attorney, living wills, and other estate tools, can accomplish a number of important goals, including:
- Protecting your assets
- Distributing your assets to your intended beneficiaries
- Minimizing your exposure to estate taxes
- Avoiding uncertainty which causes conflicts
- Respecting your healthcare wishes
At the bare minimum, every adult should have a basic estate plan which includes a will. A will is the foundation of an effective estate plan which may also include trusts, living wills, and durable powers of attorney.
The creation of a will can seem unsettling. Planning for your death, or your family’s future, is not something any of us want to think about, but it is necessary to protect all concerned. A will spares loved ones from difficult decisions and minimizes probate costs.
Should you require an estate plan which is complex to distribute a large estate, Jerry Miller also has the experience necessary to prepare it. He works with local accounting firms, financial advisers and brokers to optimize your alternatives.
Trusts are not just for wealthy individuals, and they can be a cost effective estate planning tool for middle-income and retired families. You don’t have to be rich to receive expert service from an experienced estate planning attorney. A living trust (or revocable trust) allows you to retain control over your assets while you are alive, but avoids the costly probate process for the assets of the Trust after your death. It may be revoked by the creator and/or altered to reflect the creator’s changes. We can help you determine if a trust is appropriate for your situation, and assist with maneuvering through relevant considerations to determine the best option to fit your needs, whether simple or complex, revocable or irrevocable trusts.
Choosing the right attorney to prepare your estate planning documents is important. Jerry Miller is an experienced estate attorney with over 35 years’ experience in this area, and he will take the time to understand your personal goals and objectives, while maintaining your budget. We are pleased to offer clients a full complement of estate planning services.